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iShares Core S&P US Value ETF

573 hedge funds and large institutions have $10.6B invested in iShares Core S&P US Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+25
Holders Change %
+4.56%
% of All Funds
9.04%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.73%
New
56
Increased
172
Reduced
197
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
476
Stephens Consulting
Michigan
$86.2K
LFG
477
Larson Financial Group
Missouri
$80.5K
AWM
478
Avior Wealth Management
Nebraska
$78.9K +$313 +4 +0.4%
EWA
479
EverSource Wealth Advisors
Alabama
$75.7K -$91.1K -1,164 -55%
ANBT
480
American National Bank & Trust
Texas
$72.2K
PPC
481
Park Place Capital
Alabama
$71.7K +$235 +3 +0.3%
BWAM
482
Boyd Watterson Asset Management
Ohio
$70.4K
BONH
483
Bank of New Hampshire
New Hampshire
$70K
PCMC
484
Private Capital Management (Colorado)
Colorado
$69.5K
PP
485
Pacifica Partners
Canada
$67.7K
FFA
486
Founders Financial Alliance
North Carolina
$67.5K +$37K +473 +122%
TF
487
TimeScale Financial
Massachusetts
$67.2K +$235 +3 +0.4%
FHA
488
First Horizon Advisors
Tennessee
$63.4K
SWA
489
SOA Wealth Advisors
New York
$60.2K +$235 +3 +0.4%
CFB
490
Cullen/Frost Bankers
Texas
$58.6K
Bessemer Group
491
Bessemer Group
New Jersey
$58K
FWM
492
Focused Wealth Management
New York
$56.2K
GWSG
493
GPS Wealth Strategies Group
Colorado
$54.2K -$5.09K -65 -9%
TC
494
Truvestments Capital
Florida
$52.8K
EWM
495
EPG Wealth Management
Georgia
$51.6K
NCM
496
Northwest Capital Management
Oregon
$49.4K +$49.4K +631 New
WP
497
WealthPLAN Partners
Nebraska
$48.1K
WOSD
498
WFA of San Diego
California
$47K +$47K +600 New
SMA
499
Sage Mountain Advisors
Georgia
$43.8K
RFA
500
Resurgent Financial Advisors
Georgia
$43.2K